Latest intelligence

Analyst Interview: SK hynix's Next Opportunity Amid AI Memory Growth · Amid strong results, analyst Ryu Hyung-keun explores SK hynix's next opportunity in the structural growth of AI memory.

OpenAI Official Update: Introducing GPT 5 2 Codex · OpenAI's official sitemap lists this update concerning company, product, partnership, security, or infrastructure. The update introduces GPT 5 2 Codex.

OpenAI Official Update: Continuing Microsoft Partnership · OpenAI's official site lists this material company, product, partnership, security, or infrastructure update. Continuing partnership with Microsoft.

US Treasury Secretary Says Unprecedented Measures Against Iran · The US Treasury Secretary stated that unprecedented measures will be taken against Iran. This move aims to increase pressure on Iran. Details of the measures have not been disclosed.

OpenAI Official Update: Hp Frontier Partnership · OpenAI's official company sitemap lists this material company, product, partnership, security, or infrastructure update. This update concerns the Hp Frontier partnership.

Ondas Inc (ONDS) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic Expansion

Ondas Inc reported record revenue and outlined strategic expansion plans during its earnings call. These results indicate strong business growth and sustained demand for its products and services.

Jin10 Data Compilation: Summary of Important News from Yesterday and This Morning (2026-08-14)

A summary of important news from yesterday and this morning, covering Ukraine ceasefire proposal, Google's new model, Fed rate hike expectations, Iran's strait warning, and US drone force.

Jin10 Data Compilation: Middle East Situation Tracking (8 Month 14 Day)

The situation in the Middle East remains tense, involving multiple parties including Iran, the United States, Yemen's Houthi rebels, and the UAE.

RDDT: Reddit stock jumps on S&P 500 inclusion · Reddit shares rose after the company was added to the S&P 500 index. The inclusion could attract more passive fund inflows and enhance liquidity.

RDDT: Reddit shares jump 11% on S&P 500 inclusion · Reddit shares rose 11% after being added to the S&P 500 index. This could attract more passive fund inflows and enhance liquidity.

BE: Scandium Supply Chain Dispute May Alter Case for Investing in Bloom Energy

The project highlights how Bloom's quickly deployable, low-noise fuel cells are used to power mission-critical AI infrastructure where traditional grid connections face permitting, water, and other issues. The scandium supply chain dispute could affect the investment case for the company.

NET: 8-K - Cloudflare, Inc. (0001477333) Enters Material Agreement

Cloudflare, Inc. (0001477333) as filer entered into a material definitive agreement involving notes with Bank Trust Company, National Association as trustee. The notes will not bear regular interest and principal will not accrete, but may bear special interest under specified circumstances related to reporting failures or lack of free tradability. An initial conversion price was set.

LRCX: Lam Research to Invest Over $3 billion to Expand Global Lab Network

Lam Research announced plans to invest more than $3 billion to expand its global lab network, aiming to increase innovation velocity in the AI era. This move is expected to strengthen its position in the semiconductor equipment sector.

SNDK: Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market · Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates in September.

AMAT: 8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer) · Applied Materials Inc. filed as a filer. This event may involve compliance or financial disclosure, relevant to investors.

AMAT: Applied Materials Announces Third Quarter 2026 Results · Applied Materials reported its third quarter financial results, with specific figures marked as 2026. This announcement reflects the company's performance in the semiconductor equipment market.

WDAY: Workday Reportedly in Takeover Talks with Silver Lake, Shares Surge Nearly 30% · Workday shares surged nearly 30% after reports that Silver Lake is in talks to acquire the company. The potential deal could reshape the enterprise software landscape.

SNDK: SanDisk Stock Soars 15% After Company Unveils Powerful FY2030 Targets · SanDisk's new forecast points to strong growth and cash flow, sending shares up 15%. The announcement signals confidence in future performance, potentially drawing more investor interest.

MSFT: Microsoft Stock Rises as Ackman Reaffirms Azure Bet · Microsoft shares rose as investor Bill Ackman reaffirmed confidence in its Azure cloud business. This highlights market optimism about Microsoft's cloud growth prospects.

WDAY: Workday Extends Gain to 25.79%, Trading Halted Again · Workday's stock extended its gain to 25.79% amid volatility, leading to another trading halt. The halt underscores the high volatility and market attention on the stock.

ORCL: Oracle stock jumps as AWS partnership expands to 22 regions · Oracle shares rally as Amazon Web Services (AWS) partnership expands to 22 regions. The move targets growing AI workloads.

AMZN: Amazon Stock Gains as Ackman Backs Accelerating AWS Growth · Pershing Square argues that cloud acceleration and faster retail volumes provide financial support for Amazon's elevated data-center investment.

MSFT: Wells Fargo Resets Microsoft Stock Target 2026 · Microsoft spent most of this year being punished for spending too much, with analysts cutting targets. Wells Fargo was part of that story, resetting its price target to 2026.

NFLX: Netflix Stock Rises 3.4% as Ackman Returns with New Stake · Netflix shares rose 3.4% after Ackman acquired a new stake. This move signals renewed confidence in the company. The market responded positively.

Google Unveils Gemini Flash Update, Flagship Delayed · Google released an update to its Gemini Flash series, but the upgrade to its top-tier model has been postponed. The delay may affect market expectations for Google's AI progress.